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We want to know your passions and your concerns.
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When you think about your family, what are your priorities? Life is full of twists and turns and having a family is one of them. At PEAK, we start by understanding what matters most to you.
Depending on what defines you and at what stage of life you are at, we help you identify and meet opportunities and challenges.
That's why your PEAK Advisor supports you throughout your journey.
Find out how PEAK can help you!
Save money for my projects
Whether it’s traveling around the world, renovating your home, or simply buying THE all-new gadget, we all have projects we are passionate about. Planning these projects has its share of challenges when it comes to ensuring you have the necessary financial stability.
Have you thought about your savings strategy?
Buy a property
Because we all enjoy a cosy nest in which we can create unforgettable memories and magical moments, your PEAK Advisor offers you the best strategies, adapted to your needs.
How to get there?
Protect my loved ones
You want the best for your children and loved ones. To ensure their financial security in the event of unforeseen circumstances, it is important to be well prepared.
What will you need?
Plan for my children’s education
As a parent, you want what is best for your children. This is why planning the cost of their studies starts in early childhood.
Simplified planning in three steps.
Plan my estate
You enjoy life and it’s all to your advantage, but sometimes it can surprise us. Estate planning is not a question of age, but of determining the most optimal way to leave your assets. Having a will gives you the certainty that your assets will be shared according to your wishes and helps to avoid possible inconveniences for your loved ones if you are no longer there.
Where do I start?
Prepare for the arrival of my grandchildren
The arrival of grandchildren conveys joy and happiness to the whole family. Although it is not always easy to navigate this new reality, grandparents are key players in children’s lives.
How can you help them prepare their future?
Fulfilling our professional goals is challenging. We know that giving you peace of mind allows you to put your energy in the right places, which is why your Advisor is there to help you achieve your financial plan.
Let us guide you and focus your efforts on your personal achievement.
Plan my savings strategy for my future
We all aspire to a different lifestyle. Defining your needs and building a financial plan that will allow you to achieve your goals can allow you to carry out more projects.
Start by following 3 easy steps:
Buy my first property
Buying a first home is an exciting project that requires thought and planning. Do you want to make your acquisition a reality?
How to get there?
Optimize my tax impact
Are you concerned about your tax burden? Let us help you. Optimizing your tax situation aims to achieve your personal financial objectives, while realizing significant tax savings based on a precise and completely personalized action plan.
If it sounds interesting, here’s how!
Plan my retirement
Retirement is a crucial stage of life that each of us must reflect on. Its proper planning is essential to avoid unpleasant surprises. Your Advisor can help you set your goals so that you can enjoy life to its fullest in complete peace of mind.
The following elements should be considered.
Receive an inheritance
You inherited a substantial amount of money? Remember to make it grow through a good strategy as part of your wealth management.
Let your financial Advisor guide you.
Develop my philanthropic plan
You may want to donate for all kinds of reasons: to leave your footprint, pay it forward or support a cause that is close to your heart. To do this, a philanthropic plan must be integrated into your financial strategy.
How do we do this?
Being an entrepreneur means that you probably enjoy tackling challenges and large-scale projects. Although each day is unpredictable, you are persistent and creative in resolving complex problems, even in the most absolute ambiguity!
Depending on your passions and at what stage of the entrepreneurial cycle you are at, we can identify opportunities to help you perform better.
Find out how your PEAK Advisor accompanies you throughout your story.
Start my business
There is more than one recipe for entrepreneurship, but it is important to have a knowledgeable team that can guide you outside your field of expertise. Your Advisor is part of that team.
Start off on the right foot!
Identify my successor
It is impossible to evaluate the time, money and energy you have invested in your business over time. Succession planning is essential to ensure a smooth transfer.
Carefully plan your exit strategy to preserve the value you have created in your company.
Plan my business transfer
Whether you plan on retiring next year or in a few years, your Advisor can help you establish a transfer plan that will allow you to plan for a rewarding retirement and the future of your business.
Plan in advance for the transfer of your business.
It's time to enjoy life and focus on what makes you happy. You have worked hard to accumulate your assets and you want to be able to benefit from the fruits of your labour.
Today, retirement is a new beginning, an active way to achieve personal fulfillment. It is all the more important to plan it well! Your Advisor can guide you through the different steps so that you can fully enjoy every moment.
Carry out my retirement projects
Your retirement gives you access to a new freedom that allows you to do what you want, when you want. Whether you want to travel, have fun or spend quality time with your loved ones, it is important to prepare your activities well. Make sure you maintain the pace of life you have set for yourself.
How to establish your plan?
Optimize my financial strategy
Your new beginning brings personal and financial changes. Defining your needs and adjusting your financial plan will allow you to have a balanced lifestyle to better enjoy it.
Reassess your plan in 3 easy steps:
Protect myself in case of disability
Life goes by quickly and we cannot always control everything that happens to us. No one is immune from an accident, illness or disability that would prevent them from monitoring their investments or simply from managing their day-to-day business.
Structure your plan with your Advisor!
Plan my donations
You have worked your entire life and you want to pay it forward. Your social footprint can take many forms, including planned giving. Donating to charities not only allows you to support a cause that matters to you, but can also reduce your tax bill.
How do I plan my donations?
Prepare my intergenerational transfer
The transfer of your wealth to the next generation should be discussed and planned in advance. To avoid unpleasant surprises and to ensure that your heirs will properly manage the wealth they will obtain, look for a way to ensure a harmonious transfer based on your family values.
How do you plan your transfer to the next generation?
We want to know your passions and your concerns.
By working together, we establish a plan tailored to every step of your life.